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Copyright 2021 John Going, CFP. All Rights Reserved. *Investments and advisory services offered through representatives of Lincoln Financial Securities, Member SIPC.
Investments offered to residents of AZ, CA, FL, GA, IL, KS, MD, MO, NC, NY, OK, OR, PA, SC, TX & VA. Advisory services offered to residents of TX & MO. Branch Office: 1502 Augusta Dr, Suite 150, Houston, TX 77057. Lincoln Financial Securities and Going Financial are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.